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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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576 results found

  1. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  2. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    19 votes

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  3. 3 votes

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  4. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    52 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

  5. 20 votes

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  6. 4 votes

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  7. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    215 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  8. Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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  9. 2 votes

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  10. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    604 votes

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  11. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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  12. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  13. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    117 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    5 votes

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  15. Be able to have multiple currencies in a pricing table

    51 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    425 votes

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